Trinity Wealth Management, LLC Ishares Morningstar U.S. Equit Transaction History

Trinity Wealth Management, LLC

  • $221 Million
  • Q4 2024

A detailed history of Trinity Wealth Management, LLC transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Trinity Wealth Management, LLC holds 16,373 shares of ILCB stock, worth $1.37 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
16,373
Previous 16,175 1.22%
Holding current value
$1.37 Million
Previous $1.28 Million 3.67%
% of portfolio
0.6%
Previous 0.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$78.43 - $84.56 $15,529 - $16,742
198 Added 1.22%
16,373 $1.33 Million
Q3 2024

Oct 18, 2024
BUY
$71.38 - $79.23 $1.15 Million - $1.28 Million
16,175 New
16,175 $1.28 Million

Others Institutions Holding ILCB

# of Institutions
181
Shares Held
5.59M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR U.S. EQUIT

ILCB Quotes by TradingView
  • Ticker ILCB
  • Sector ETFs
  • Industry ETFs
More about ILCB
Track This Portfolio

Track Trinity Wealth Management, LLC Portfolio

Follow Trinity Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email